Greenleaf Trust’s U-Haul Holding Co UHAL Stock Holding History

Greenleaf Trust’s Portfolio UHAL Stock Details UHAL Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2022 Q4	–	Sell	-30,250	Closed	-$1.54M	–	771
2022 Q3	$1.54M	Buy	30,250 +10,060	+50%	+$527K	0.02%	177
2022 Q2	$966K	Sell	20,190 -9,920	-33%	-$513K	0.01%	237
2022 Q1	$1.8M	Sell	30,110 -20	-0.1%	-$1.23K	0.02%	155
2021 Q4	$2.19M	Hold	30,130	–	–	0.03%	129
2021 Q3	$1.95M	Sell	30,130 -41,130	-58%	-$2.58M	0.02%	122
2021 Q2	$4.2M	Buy	71,260 +54,520	+326%	+$3.2M	0.05%	77
2021 Q1	$1.02M	Sell	16,740 -60	-0.4%	-$3.19K	0.01%	209
2020 Q4	$763K	Hold	16,800	–	–	0.01%	237
2020 Q3	$598K	Hold	16,800	–	–	0.01%	254
2020 Q2	$508K	Sell	16,800 -600	-3%	-$17.6K	0.01%	268
2020 Q1	$506K	Buy	17,400 +2,140	+14%	+$72.3K	0.01%	236
2019 Q4	$574K	Hold	15,260	–	–	0.01%	264
2019 Q3	$595K	Buy	15,260 +70	+0.5%	+$2.59K	0.01%	246
2019 Q2	$575K	Hold	15,190	–	–	0.01%	251
2019 Q1	$564K	Hold	15,190	–	–	0.01%	242
2018 Q4	$498K	Buy	15,190 +40	+0.3%	+$1.35K	0.01%	254
2018 Q3	$540K	Hold	15,150	–	–	0.01%	267
2018 Q2	$540K	Buy	15,150 +150	+1%	+$5.21K	0.01%	257
2018 Q1	$518K	Hold	15,000	–	–	0.01%	234
2017 Q4	$567K	Hold	15,000	–	–	0.01%	230
2017 Q3	$562K	Hold	15,000	–	–	0.01%	207
2017 Q2	$549K	Hold	15,000	–	–	0.01%	185
2017 Q1	$572K	Hold	15,000	–	–	0.01%	144
2016 Q4	$554K	Hold	15,000	–	–	0.01%	127
2016 Q3	$486K	Hold	15,000	–	–	0.01%	122
2016 Q2	$562K	Hold	15,000	–	–	0.01%	105
2016 Q1	$536K	Hold	15,000	–	–	0.01%	108
2015 Q4	$584K	Hold	15,000	–	–	0.02%	102
2015 Q3	$590K	Hold	15,000	–	–	0.02%	97
2015 Q2	$490K	Hold	15,000	–	–	0.01%	106
2015 Q1	$496K	Hold	15,000	–	–	0.01%	107
2014 Q4	$426K	Hold	15,000	–	–	0.01%	112
2014 Q3	$393K	Hold	15,000	–	–	0.01%	116
2014 Q2	$436K	Hold	15,000	–	–	0.01%	113
2014 Q1	$348K	Hold	15,000	–	–	0.01%	123
2013 Q4	$357K	Hold	15,000	–	–	0.01%	123
2013 Q3	$276K	Hold	15,000	–	–	0.01%	136
2013 Q2	$243K	Buy	+15,000	New	+$249K	0.01%	143

Other funds holding UHAL

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

Yacktman Asset Management Austin, Texas $7.5B AUM 22.48% 1-Year Est. Return

Smead Capital Management Phoenix, Arizona $4.6B AUM 27.56% 1-Year Est. Return

Abrams Capital Management Boston, Massachusetts $4.64B AUM 1.52% 1-Year Est. Return

Lazard Asset Management

Lazard Asset Management New York $60.8B AUM 22.47% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Millennium Management

Millennium Management New York $240B AUM 35.51% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

AustralianSuper Melbourne, Australia $19.2B AUM 31.95% 1-Year Est. Return

Fidelity Investments

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return